endsession
Conclude and document qualitative research sessions with a structured multi-stage workflow. Capture interview data, analytical memos, coding activities, emerging themes, and project status updates to maintain a coherent research record.
Instructions
A multi-stage tool for documenting qualitative research sessions, recording analysis progress, tracking coding activities, and creating a structured record of research evolution.
When to use this tool:
- Concluding a qualitative research analysis session
- Documenting interview data collection activities
- Recording newly created analytical memos
- Tracking coding activities and code applications
- Documenting emerging themes and theoretical constructs
- Updating overall project status and progress
- Creating a structured record of research activities
- Establishing a formal conclusion to a focused research period
- Building a historical record of project development
- Documenting observations and insights from a research session
- Updating status values for research activities and entities
- Assigning or modifying priority levels for research tasks
- Establishing or modifying sequential relationships between research processes
Key features:
- Provides a structured, multi-stage workflow for research session documentation
- Records interview data collection in the knowledge graph
- Captures newly created analytical memos
- Tracks coding activities across data sources
- Documents emerging themes and their connections to codes
- Updates project status information
- Maintains session continuity with unique session IDs
- Supports revision of previous stages when needed
- Offers a comprehensive assembly stage that consolidates all session information
- Organizes qualitative research activity into a coherent narrative
- Manages status progression of research activities
- Tracks priority assignments for research tasks
- Documents sequential relationships between research processes
The endsession tool uses a sequential, multi-stage approach with typically 8 stages:
- Summary Stage: Records basic session information
- Interview Data Stage: Documents new interviews conducted
- Memos Stage: Records new analytical memos created
- Coding Activity Stage: Documents code applications and coding work
- Themes Stage: Records emerging themes and theoretical insights
- Status Updates Stage: Records changes to entity status values
- Project Status Stage: Updates the overall project status
- Assembly Stage: Consolidates all information and finalizes the session record
Parameters explained:
- sessionId: Required - Unique identifier for the research session
- Obtained from the startsession tool
- Example: "qual_1234567890_abc123"
- stage: Required - Current stage of the endsession workflow
- Accepts: "summary", "interviewData", "memos", "codingActivity", "themes", "statusUpdates", "projectStatus", or "assembly"
- Each stage has specific data requirements and processing logic
- stageNumber: Required - The sequence number of the current stage
- Starts at 1 and typically progresses through the stages
- Used to track progress through the session documentation workflow
- totalStages: Required - Total number of stages planned for this workflow
- Typically 8 for the complete workflow
- Provides context for the progress within the overall process
- analysis: Optional - Text analysis or observations for the current stage
- Descriptive text explaining the work done in this stage
- Example: "Analyzed interview transcripts and identified recurring patterns"
- stageData: Optional - Stage-specific structured data
- Structure varies by stage type:
- summary: { summary: "Session summary text", duration: "3 hours", project: "ProjectName" }
- interviewData: { interviews: [{ participant: "P001", notes: "Interview notes", date: "2023-04-15" }] }
- memos: { memos: [{ topic: "Emerging patterns", content: "Detailed memo text" }] }
- codingActivity: { codes: [{ code: "coping_strategy", dataItem: "Interview_P001", note: "Applied to discussion of stress management" }] }
- themes: { themes: [{ name: "Social Support", codes: ["family_support", "peer_networks"], description: "The role of social connections in coping" }] }
- statusUpdates: { statusUpdates: [{ entityName: "Interview_P003", newStatus: "transcribed", note: "Completed transcription" }, { entityName: "Code_Resilience", newStatus: "established", note: "Well-supported by data" }] }
- projectStatus: { projectStatus: "data_analysis", projectObservation: "Making good progress on initial coding", priorityUpdates: [{ entityName: "Transcribe_P004", priority: "high", note: "Critical for thematic development" }], sequenceUpdates: [{ before: "Coding_Phase1", after: "Theme_Development", note: "Ready to move from coding to theme creation" }] }
- assembly: No stageData needed - automatically assembled from previous stages
- nextStageNeeded: Required - Whether additional stages are needed after this one
- Boolean value (true/false)
- Set to false on the final stage to complete the session
- isRevision: Optional - Whether this is revising a previous stage
- Boolean value (true/false)
- Default: false
- revisesStage: Optional - If revising, which stage number is being revised
- Required when isRevision is true
- Indicates which previous stage is being updated
Status and Priority Management:
- The statusUpdates stage allows for batch updates to entity status values
- Valid status values include: planning, data_collection, analysis, writing, complete, scheduled, conducted, transcribed, coded, analyzed, emerging, developing, established, preliminary, draft, final, active, in_progress
- Priority assignments (high, low) can be modified in the projectStatus stage
- Status changes are tracked to maintain a history of research progression
- Priority changes help reallocate focus as research needs evolve
Sequential Process Management:
- The projectStatus stage allows for defining or modifying sequential relationships
- The precedes relation is used to establish logical ordering between research activities
- Sequential updates help maintain a coherent research workflow
- Process sequences can be visualized through the loadcontext tool
When the endsession workflow completes (assembly stage with nextStageNeeded: false), the tool:
- Records the session completion in persistent storage
- Creates a formatted summary of all session information
- Updates the status, priority, and sequential relationships for relevant entities
- Preserves the record of research activities for future reference
Return information:
- JSON response with the following structure:
- success: Boolean indicating whether the operation succeeded
- stageCompleted: The stage that was just completed
- nextStageNeeded: Whether more stages are required
- stageResult: The processed result of the current stage
- endSessionArgs: (Only in assembly stage) Consolidated arguments for the session
- sessionRecorded: (Final stage only) Whether the session was recorded
- summaryMessage: (Final stage only) Formatted summary of all recorded information
- error: (Only on failure) Error message describing the issue
You should:
- Complete all stages in order for comprehensive session documentation
- Provide specific details in each stage for accurate research documentation
- Document interview data with participant identifiers and key notes
- Create descriptive titles for analytical memos
- Be specific about which codes were applied to which data items
- Connect emerging themes to their supporting codes
- Update status values to reflect progress in research activities
- Assign appropriate priorities to focus attention on critical tasks
- Define logical sequences between research processes with precedes relations
- Include relevant observations for project status updates
- If making a revision, specify which stage is being revised
- Only mark nextStageNeeded as false on the final assembly stage
- Review the final summary message to confirm all session details were recorded properly
- Use the unique session ID consistently across all stages
Input Schema
Name | Required | Description | Default |
---|---|---|---|
analysis | No | Text analysis or observations for the current stage | |
isRevision | No | Whether this is revising a previous stage | |
nextStageNeeded | Yes | Whether additional stages are needed after this one (false for final stage) | |
revisesStage | No | If revising, which stage number is being revised | |
sessionId | Yes | The unique session identifier obtained from startsession | |
stage | Yes | Current stage of analysis: 'summary', 'themes', 'codes', 'memos', 'participantInsights', or 'assembly' | |
stageData | No | Stage-specific data structure - format depends on the stage type: - For 'summary' stage: { summary: "Session summary text", duration: "3 hours", project: "Project Name" } - For 'themes' stage: { themes: [{ name: "Theme1", codes: ["code1", "code2"], description: "Theme description" }] } - For 'codes' stage: { codes: [{ name: "Code1", description: "Code meaning", quotes: ["Quote text"] }] } - For 'memos' stage: { memos: [{ title: "Memo title", content: "Detailed memo text", tags: ["tag1", "tag2"] }] } - For 'participantInsights' stage: { insights: [{ participant: "P1", observation: "Key insight about participant" }] } - For 'assembly' stage: no stageData needed - automatic assembly of previous stages | |
stageNumber | Yes | The sequence number of the current stage (starts at 1) | |
totalStages | Yes | Total number of stages in the workflow (typically 6 for standard workflow) |